Joel Greenblatt’s SW Holdings & Trades

First Buy
Q3 2025
Duration Held
1 Quarters
Largest Add
Q3 2025
+314,068 Shares
Current Position
314,068 Shares
$13.37 M Value

Joel Greenblatt's SW Position Overview

Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 314,068 shares of Smurfit Westrock Plc (SW) worth $13.37 M, representing 0.06% of the portfolio. First purchased in 2025-Q3, this recently established position has been held for 1 quarters.

Based on recent 13F filings, Joel Greenblatt has initiated a new position in SW, representing a fresh investment thesis on this company. Insufficient history to summarize additions or reductions.

Analysis based on 13F filings available since 2013 Q2

Joel Greenblatt's Smurfit Westrock Plc (SW) Holding Value Over Time

Track share changes against reported price movement

Quarterly Smurfit Westrock Plc (SW) Trades by Joel Greenblatt

Period Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q3 2025 +314,068 New Buy 314,068 $42.57

Joel Greenblatt's Smurfit Westrock Plc Investment FAQs

Joel Greenblatt first purchased Smurfit Westrock Plc (SW) in Q3 2025, acquiring 314,068 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Joel Greenblatt has held Smurfit Westrock Plc (SW) for 1 quarters since Q3 2025. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Joel Greenblatt's largest addition to Smurfit Westrock Plc (SW) was in Q3 2025, adding 314,068 shares worth $13.37 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

According to the latest 13F filing for Q3 2025, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 314,068 shares of Smurfit Westrock Plc (SW), valued at approximately $13.37 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

As of the Q3 2025 filing, Smurfit Westrock Plc (SW) represents approximately 0.06% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Joel Greenblatt's peak holding in Smurfit Westrock Plc (SW) was 314,068 shares, as reported at the end of Q3 2025. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.